Topic: Asset Protection 101 Part one of the program will cover what happens in a lawsuit. We will address pre-litigation issues relating to asset searches, contingency litigation, and privacy. The program will include discussions on pleadings, discovery and trial and what can and cannot be asked in litigation cases. Also, we will discuss what happens […]
NBEA Board of Directors meeting To be added to the agenda, email President@northbayea.org
Summertime Expert Tax Panel Tax questions before you finish that complex return? Need answers? Submit your questions in advance to our expert tax panel and attend lunch in Santa Rosa for your answers. If time permits, additional questions will be taken from those in attendance. Please send your tax questions in advance to Rob Janes […]
The State Tax Agencies Liaison Meeting (STALM) is a CSEA Exclusive Event. This unique forum allows you to raise issues or concerns that need to be addressed by California State Agencies: Franchise Tax Board (FTB), the Board of Equalization (BOE) and the Employment Development Department (EDD). This event leaves you feeling like VIP with the insiders […]
The Board and Committees will meet from 8:00 am to 5:30 pm on Saturday, September 21 and from 8:00 am to 3:00 pm on Sunday, September 22. The meeting schedule will be published when finalized and a link to agenda materials will be posted here when they become available. For more information, click HERE
Does it make "Cents" for your Clients to Sell Now? Edward W. Cotney received an excellent rating from 98% of EAs hearing him last month. This will be his first presentation to North Bay Enrolled Agents. He encourages attendees to engage with business-owners on long-term tax planning. He will distinguish the many feasible ways of […]
California Tax Update Lynn Freer, EA (of Spidell fame) will present a 2 hour Continuing Education program. Lynn will highlight the many changes in store for 2019 California income tax preparation. Now select California tax provisions conform to federal tax law. Sales tax collection and employment tax rules are the subject of more 2019 legislation […]
World famous Thomas Gorczynski, EA, USTCP will be providing in person education on 199A and Ethics. Sign up for one or the other or both! Description Section 199A In-Depth (4 hrs CE) This course provides a broad overview of Section 199A, the Section 199A regulations, and related guidance. Planning opportunities as well as challenges faced […]
Stuck in an A/B Trust and What To Do About It Frank Acuna will present a 2 hour Continuing Education program. The meeting will also include networking opportunities and dinner. For more information and to register, click HERE 4:00 PM Board of Directors Meeting 6:00 PM Networking 6:30 PM Dinner 7:15 PM Education 9:00 PM […]
You Just Prepared a Return Ripe for Audit: Now What? Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently a speaker at the NTPI events, CSEA […]